HubSpot keeps me flowing
May 04, 2021

HubSpot keeps me flowing

Erika Carosi | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with HubSpot CRM

We use it across the whole organization. We use the CRM, sales pipeline, tasks, calling, and email features.

Pros

  • Tasks: I live in my tasks dashboard
  • Deals: Keep me flowing on deals
  • Calls- I use the calling feature to get through my tasks more efficiently.
  • Email - I connected my email and appreciate the read receipts and click notifications.

Cons

  • Can be hard to learn at the beginning.
  • Understanding how to associate customer, company, and deals.
  • The mobile app for iPhone isn't that great but I do use it.
  • Increased sales rep adoption: positive.
  • Shorter cycle deals: keeps me on track.
  • Cost savings: I manage my accounts and time much better saving me time and the company money.
HubSpot is great for keeping my team organized, communicating, and on track. Its streamlined our sales process. We do not have the marketing package, however, I used HubSpot at my prior employment and the marketing feature is absolutely incredible.

Do you think HubSpot CRM delivers good value for the price?

Yes

Are you happy with HubSpot CRM's feature set?

Yes

Did HubSpot CRM live up to sales and marketing promises?

Yes

Did implementation of HubSpot CRM go as expected?

Yes

Would you buy HubSpot CRM again?

Yes

HubSpot is perfect for keeping up with customers and staying organized.

HubSpot CRM Feature Ratings

9.8
Customer data management / contact management
10
Workflow management
10
Territory management
10
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
10
Contract management
Not Rated
Quote & order management
Not Rated
Interaction tracking
9
Channel / partner relationship management
Not Rated
Not Rated
Case management
Not Rated
Call center management
Not Rated
Help desk management
Not Rated
Not Rated
Lead management
Not Rated
Email marketing
Not Rated
9.0
Task management
9
Billing and invoicing management
Not Rated
Reporting
9
9.7
Forecasting
10
Pipeline visualization
10
Customizable reports
9
10.0
Custom fields
10
Custom objects
Not Rated
Scripting environment
Not Rated
API for custom integration
Not Rated
10.0
Role-based user permissions
10
Single sign-on capability
Not Rated
Not Rated
Social data
Not Rated
Social engagement
Not Rated
Not Rated
Marketing automation
Not Rated
Compensation management
Not Rated
5.0
Mobile access
5

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